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Customize USMT XML Files

Published: June 17, 2009

Updated: June 29, 2010

Applies To: Windows 7, Windows Vista

In This Topic

Overview

If you want the ScanState and LoadState tools to use any of the migration .xml files, specify these files at the command line using the /i option. Unlike previous versions of User State Migration Tool (USMT), the .xml files are not copied to the store. Because the ScanState and LoadState tools need the .xml files to control the migration, specify the same set of .xml files for both the ScanState and LoadState commands. However, you do not have to specify the Config.xml file with the /config option, unless you want to exclude some of the files and settings that you migrated to the store. For example, you might want to migrate the My Documents folder to the store but not to the destination computer. To do this, modify the Config.xml file and specify the updated file with the LoadState command. Then the LoadState command will migrate only the files and settings that you want to migrate.

If you leave out an .xml file from the LoadState command, all of the data in the store that was migrated with the missing .xml files will be migrated. However, the migration rules that were specified with the ScanState command will not apply. For example, if you leave out an .xml file, and it contains a rerouting rule such as: MigsysHelperFunction.RelativeMove("c:\data", "%CSIDL_PERSONAL%"), USMT will not reroute the files, and they will be migrated to C:\data.

To modify the migration, do one or more of the following.

  • Modify the migration .xml files. If you want to exclude a portion of a component—for example, you want to migrate C:\ but exclude all of the .mp3 files—or if you want to move data to a new location on the destination computer, modify the .xml files. To modify these files, you must be familiar with the migration rules and syntax. If you want ScanState and LoadState to use these files, specify them at the command line when each command is entered.

  • Create a custom .xml file. You can also create a custom .xml file to migrate settings for another application, or to change the migration behavior to suit your needs. For ScanState and LoadState to use this file, specify them on both command lines.

  • Create and modify a Config.xml file. Do this if you want to exclude an entire component from the migration. For example, you can use a Config.xml file to exclude the entire My Documents folder, or exclude the settings for an application. Excluding components using a Config.xml file is easier than modifying the migration .xml files because you do not need to be familiar with the migration rules and syntax. In addition, using a Config.xml file is the only way to exclude the operating system settings that are migrated to computers running Windows Vista or Windows 7.

For more information about excluding data, see the Exclude Files and Settings topic.

Migration .xml Files

This section describes the migration .xml files that are included with USMT. Each file contains migration rules that control which components are migrated and where they are migrated to on the destination computer.

noteNote
You can use the asterisk (*) wildcard character in each of these files. However, you cannot use a question mark (?) as a wildcard character.

  • The MigApp.xml file. Specify this file with both the ScanState and LoadState commands to migrate application settings to computers running Windows Vista or Windows 7.

  • The MigUser.xml file. Specify this file with both the ScanState and LoadState commands to migrate user folders, files, and file types to computers running Windows Vista or Windows 7. You can modify the MigUser.xml file. This file does not contain rules that migrates specific user accounts. The only way to specify which user accounts to migrate is on the command line using the ScanState and LoadState user options.

  • The MigDocs.xml file. Specify this file with both the ScanState and LoadState tools to migrate all user folders and files that are found by the MigXmlHelper.GenerateDocPatterns helper function. This helper function finds user data that resides on the root of any drive and in the Users directory. However, it does not find and migrate any application data, program files, or any files in the Windows directory. You can modify the MigDocs.xml file.

    noteNote
    Do not use the MigUser.xml and MigDocs.xml files together. For more information, see the Identify File Types, Files, and Folders and Best Practices topics.

Custom .xml Files

You can create custom .xml files to customize the migration for your unique needs. For example, you may want to create a custom file to migrate a line-of-business application or to modify the default migration behavior. If you want ScanState and LoadState to use this file, specify it with both commands. For more information, see the Create a Custom XML File topic.

The Config.xml File

The Config.xml file is an optional file that you create using the /genconfig option with the ScanState command. You should create and modify this file if you want to exclude certain components from the migration. In addition, you must create and modify this file if you want to exclude any of the operating system settings that are migrated to computers running Windows Vista or Windows 7. The Config.xml file format is different from that of the migration .xml files because it does not contain any migration rules. It contains only a list of the operating system components, applications, and the user documents that can be migrated. For an example, see the Config.xml File topic. For this reason, excluding components using this file is easier than modifying the migration .xml files because you do not need to be familiar with the migration rules and syntax. However, you cannot use wildcard characters in a Config.xml file.

If you want to include all of the default components, you do not need to create the Config.xml file. Alternatively, if you are satisfied with the default migration behavior defined in the MigApp.xml, MigDocs.xml and MigUser.xml files, and you want to exclude only some components, you can create and modify a Config.xml file and leave the other .xml files in their original state.

When you run the ScanState command with the /genconfig option, ScanState reads the other .xml files that you specify using the /i option and the manifests to create a custom list of components that can be migrated from the computer. This file will contain only operating system components, applications, and the user document sections that are in both of the .xml files and are installed on the computer when you run the ScanState command with the /genconfig option. Therefore, you should create this file on a source computer that contains all of the components, applications and settings that will be present on the destination computers. This will ensure that this file contains every component that can be migrated. The components are organized into sections: <Applications>, <WindowsComponents>, and <Documents>. To choose not to migrate a component, change its entry to migrate="no".

After you create this file, you need to specify it only with the ScanState command using the /Config option for it to affect the migration. However, if you want to exclude additional data that you migrated to the store, modify the Config.xml file and specify the updated file with the LoadState command. For example, if you collected the My Documents folder in the store, but you decide that you do not want to migrate the My Documents folder to a destination computer, you can modify the Config.xml file to indicate migrate="no" before you run the LoadState command, and the file will not be migrated. For more information about the precedence that takes place when excluding data, see the Exclude Files and Settings topic.

In addition, note the following functionality with the Config.xml file:

  • If a parent component is removed from the migration in the Config.xml file by specifying migrate="no", all of its child components will automatically be removed from the migration, even if the child component is set to migrate="yes".

  • If you mistakenly have two lines of code for the same component where one line specifies migrate="no" and the other line specifies migrate="yes", the component will be migrated.

  • In User State Migration Toolkit (USMT) 4.0 there are new migration policies that can be configured in the Config.xml file. For example, you can configure additional <ErrorControl>, <ProfileControl>, and <HardLinkStoreControl> options. For more information, see the Config.xml File topic.

noteNote
To exclude a component from the Config.xml file, set the migrate value to "no". Deleting the XML tag for the component from the Config.xml file will not exclude the component from your migration.

Examples

Destination computer running Windows Vista or Windows 7:

  • The following command creates a Config.xml file in the current directory, but it does not create a store:

    scanstate /i:migapp.xml /i:miguser.xml /genconfig:config.xml /v:13

  • The following command creates an encrypted store using the Config.xml file and the default migration .xml files:

    scanstate \\fileserver\migration\mystore /i:migapp.xml /i:miguser.xml /o /config:config.xml /v:13 /encrypt /key:"mykey"

  • The following command decrypts the store and migrates the files and settings:

    loadstate \\fileserver\migration\mystore /i:migapp.xml /i:miguser.xml /v:13 /decrypt /key:"mykey"

Additional Information

  • For more information about how to change the files and settings that are migrated, see the Using USMT topic.

  • For more information about each .xml element, see the XML Elements Library topic.

  • For answers to common questions, see ".xml files" in the Frequently Asked Questions topic.

See Also

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